Steven James Kus

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → 04/2019
  Hilliard Lyons
  Birmingham, MI
• 04/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Birmingham, MI
• 04/2019 → Present
  Raymond James Financial Services, Inc.
  Birmingham, MI
• 04/2019 → Present
  Birmingham Wealth Partners
  Birmingham, MI
• 08/2021 → Present
  Woodward Bwp Llc
  Birmingham, MI
• 04/2019 → Present
  Birmingham Wealth Partners
  Birmingham, MI

Previous Registrations

• 2010-05-18 → 2019-05-10
  J.J.B. Hilliard, W.L. Lyons, Llc
  Birmingham, MI

Other Businesses

1) Name of Business: Birmingham Wealth Partners Address: 34611 Woodward Ave, Birmingham, MI, 48009-0925, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/30/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner and Branch Manager of the Birmingham Wealth Partners branch office under the RJFS umbrella

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-18
• S63 Uniform Securities Agent State Law Examination
  1983-07-25